Services

Wealth Management

Wealth Management is our service for clients with more than $400,000 in assets. With a quarterly minimum of $1,000, it includes both investment management and financial planning. Our process involves an in-depth analysis of your current financial circumstances and an evaluation of your strengths and weaknesses. After discussing your long-term goals and helping determine your risk tolerance, we develop a personalized plan that covers investments, retirement planning, education planning, taxes, estate planning issues and insurance. And because the only constant in life is change, we update your plan annually to monitor your progress toward achieving your goals.

We are your family's CFO. We look at your finances and report to you. This holistic approach allows us to help you with long range planning. When can you retire? How much should you be saving? Or are you in retirement and need to make sure that your assets will last your lifetime? The answers to these questions are crucial in giving you the confidence you need to invest wisely.